Navalign LLC’s Southern California Bancorp BCAL Stock Holding History

Navalign LLC’s Portfolio BCAL Stock Details BCAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$464K	Hold	21,731	–	–	0.11%	90
2026 Q2	$453K	Sell	21,731 -1,069	-5%	-$20.4K	0.11%	95
2026 Q1	$404K	Hold	22,800	–	–	0.1%	98
2025 Q4	$426K	Hold	22,800	–	–	0.1%	96
2025 Q3	$380K	Hold	22,800	–	–	0.1%	98
2025 Q2	$359K	Hold	22,800	–	–	0.1%	93
2025 Q1	$327K	Hold	22,800	–	–	0.09%	99
2024 Q4	$377K	Hold	22,800	–	–	0.11%	97
2024 Q3	$337K	Hold	22,800	–	–	0.1%	101
2024 Q2	$307K	Hold	22,800	–	–	0.1%	102
2024 Q1	$340K	Hold	22,800	–	–	0.11%	99
2023 Q4	$396K	Hold	22,800	–	–	0.14%	101
2023 Q3	$319K	Buy	+22,800	New	+$335K	0.12%	114

Other funds holding BCAL

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Siena Capital Partners Chicago, Illinois $425M AUM 12.18% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Navalign LLC's BCAL Position: Q3 2026 in Review

Navalign LLC held its Southern California Bancorp (BCAL) position steady in Q3 2026 at 21,731 shares worth $464K. The position accounts for 0.11% of the portfolio, ranked #90.

Navalign LLC first reported a position in BCAL in Q3 2023 and has held it in 13 quarters since. 69 funds tracked by Wall St. Rank hold BCAL as of Q3 2026.

Navalign LLC held 21,731 shares of Southern California Bancorp worth $464K as of Q3 2026.
Navalign LLC left its Southern California Bancorp share count unchanged in Q3 2026.
Southern California Bancorp made up 0.11% of Navalign LLC's portfolio in Q3 2026, its #90 holding.
Navalign LLC first reported a position in Southern California Bancorp in Q3 2023 and has held it in 13 quarters since.
69 funds tracked by Wall St. Rank held Southern California Bancorp as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.